The day’s comprehensive agenda focuses on insights into Atlantic spot market prices and trends, an overview of petcoke markets, and a deep dive into the global thermal coal market. The session on China coal market promises valuable perspectives.
Our experts will explore the evolving landscape of hydrogen markets, including development and pricing in the EU, along with discussions on infrastructure and policy. Carbon markets will be a key highlight, featuring a primer on compliance and voluntary carbon markets, as well as insights into CBAM and steel markets in the EU/UK ETS.
We will also examine steel and steel raw materials, offering a global market overview and outlook for both steel and metallurgical coal. The agenda delves into specific markets, such as US metcoal, global metcoke, and green steel premiums. Additionally, ferroalloy markets and the ferrous scrap market will be explored, providing a comprehensive understanding of the metals industry landscape.
Join your trusted McCloskey analysts, researchers and journalists for this complimentary must-attend event. You will gain insight into the latest market trends and developments in the energy, coal and metals sectors.
Atlantic spot markets
Petcoke market
Global thermal coal outlooks
China coal market
Hydrogen
Carbon markets
Steel global market overview
Metallurgical global market overview
Met coke global market overview
Manganese/Ferroalloys markets
Ferrous scrap market
Presenters:
Sareena Patel, Associate Director, Global Thermal Coal Research, McCloskey by OPIS
Carlos Lima, Associate Director, McCloskey by OPIS
Presenter: Randy Fabi, Deputy Editor EMEA, McCloskey by OPIS
Presenter: Darren Malone, Senior Journalist, McCloskey by OPIS
Global overview of fuel-grade petcoke trade flows and prices into key spot markets.
Presenter: Jonathan Pascoe, Associate Director, Research & Analysis, Thermal Coal, McCloskey by OPIS
Near-term weakness amid high inventories—could thermal coal prices fall further? Will the record level of imports in 2023 be matched in 2024 and can the supply side meet these strong demand levels?
Presenter (virtual): Meng Meng, Principal Analyst, McCloskey by OPIS
The China session offers a deep dive into understanding the supply side risks and constraints including a comprehensive review of regulatory and policy frameworks that could be shaping China’s coal production in 2024.
With China’s import growing by a record amount, McCloskey will also present insight into a new price dynamic and the shift in inventory strategy from generators both has become the biggest driving force in the import market.
The session will also cover our near-term views on China’s demand and forecast for the import market.
Market development and pricing in EU, infrastructure and policy
Presenter: Cuckoo James, Associate Director, Europe Hydrogen Lead, OPIS, A Dow Jones Company
Presenter: Anthony Lane, Principal Journalist, Carbon Markets, OPIS, A Dow Jones Company
The European carbon scheme has been active for nearly 20 years, effectively putting a price on greenhouse gas emissions that went as high as €100/mt just a year ago. The EU carbon price has since fallen by nearly 45%. Listen in on how the EU carbon scheme has been part of the bloc’s plans to decarbonize heavy industry, how voluntary carbon markets could play a part in this and how the implementation of the carbon border adjustment mechanism (CBAM) will be rolled out in the months and years ahead.
Presenter: Marina Maliushkina, Senior Research Analyst, McCloskey by OPIS
The hard-to-abate global steel industry faces a huge challenge as it increasingly becomes a focus of decarbonization efforts. Will the industry be able to evolve fast enough? And how will it evolve amid a global market increasingly characterized by protectionism? How will green steel technologies evolve? Which green steel technologies will be the winners and losers as the sector decarbonizes?
Presenter: Sareena Patel, Associate Director, Global Thermal Coal Research, McCloskey by OPIS
Q&A led virtually by Dr. James Stevenson, Executive Director and Research Lead, McCloskey by OPIS
Has the global met coal market moved into structural tightness, where prices well above cost levels are the new norm? Or will new supply bring prices back to earth? How will the market look longer term as major mines start depleting and the impact of a decade of underinvestment starts to truly bite?
Presenter: Ranjana von Wendland, Head of Atlantic Basin, Coking Coal and Met Coke, McCloskey by OPIS
Changing dynamics of the markets and impact on pricing
Presenter: Randy Fabi, Deputy Editor EMEA, McCloskey by OPIS
Presenter: Alex Reynolds, Associate Director, Ferrous Scrap, McCloskey by OPIS
Presenter: Sareena Patel, Associate Director, Global Thermal Coal Research, McCloskey by OPIS
Presenter: Sareena Patel, Associate Director, Global Thermal Coal Research, McCloskey by OPIS